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Montz Harcus Wealth Management’s RTX Corp RTX Stock Holding History

Montz Harcus Wealth Management’s Portfolio RTX Stock Details RTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$274K Sell
1,476
-165
-10% -$33.8K 0.1% 84
2026
Q2 		$311K Buy
1,641
+51
+3% +$9.35K 0.11% 73
2026
Q1 		$307K Buy
1,590
+134
+9% +$26.6K 0.12% 67
2025
Q4 		$267K Sell
1,456
-841
-37% -$146K 0.11% 72
2025
Q3 		$384K Buy
2,297
+7
+0.3% +$1.09K 0.17% 53
2025
Q2 		$334K Buy
2,290
+11
+0.5% +$1.47K 0.16% 56
2025
Q1 		$302K Buy
2,279
+38
+2% +$4.82K 0.17% 54
2024
Q4 		$259K Buy
2,241
+9
+0.4% +$1.09K 0.15% 59
2024
Q3 		$270K Buy
2,232
+12
+0.5% +$1.37K 0.16% 55
2024
Q2 		$223K Buy
2,220
+8
+0.4% +$827 0.14% 57
2024
Q1 		$216K Buy
+2,212
New +$200K 0.15% 62
2023
Q3 		– Sell
-2,305
Closed -$226K – 57
2023
Q2 		$226K Buy
2,305
+12
+0.5% +$1.18K 0.19% 52
2023
Q1 		$225K Buy
2,293
+11
+0.5% +$1.08K 0.21% 49
2022
Q4 		$230K Buy
+2,282
New +$215K 0.23% 46
2022
Q3 		– Sell
-2,260
Closed -$217K – 53
2022
Q2 		$217K Buy
+2,260
New +$217K 0.23% 48

Other funds holding RTX

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Montz Harcus Wealth Management's RTX Position: Q3 2026 in Review

Montz Harcus Wealth Management reduced its RTX Corp (RTX) stake by 10% in Q3 2026, selling an estimated $33.8K and leaving 1,476 shares worth $274K. The position accounts for 0.1% of the portfolio, ranked #84.

Montz Harcus Wealth Management first reported a position in RTX in Q2 2022 and has held it in 15 quarters since. The position peaked at $384K in Q3 2025. 187 funds tracked by Wall St. Rank hold RTX as of Q3 2026.

  • Montz Harcus Wealth Management held 1,476 shares of RTX Corp worth $274K as of Q3 2026.
  • Montz Harcus Wealth Management sold 165 RTX Corp shares in Q3 2026, an estimated $33.8K.
  • RTX Corp made up 0.1% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #84 holding.
  • Montz Harcus Wealth Management first reported a position in RTX Corp in Q2 2022 and has held it in 15 quarters since.
  • Montz Harcus Wealth Management's RTX Corp position peaked at $384K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held RTX Corp as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.